{"id":55433,"date":"2024-10-22T20:00:00","date_gmt":"2024-10-22T11:00:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=55433"},"modified":"2024-10-22T15:46:03","modified_gmt":"2024-10-22T06:46:03","slug":"%e3%83%89%e3%83%a9%e3%83%83%e3%82%b1%e3%83%b3%e3%83%9f%e3%83%a9%e3%83%bc%e6%b0%8f%e3%80%81ai%e9%8a%98%e6%9f%84%e3%81%aenvidia%e3%82%92%e6%a0%aa%e4%be%a16%e5%80%8d%e3%81%a7%e5%a3%b2%e3%81%a3%e3%81%9f","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/55433","title":{"rendered":"\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001AI\u9298\u67c4\u306eNVIDIA\u3092\u682a\u4fa16\u500d\u3067\u58f2\u3063\u305f\u3053\u3068\u3092\u5f8c\u6094\u3059\u308b"},"content":{"rendered":"\n<p>\u5f15\u304d\u7d9a\u304d\u3001\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u3092\u9577\u5e74\u904b\u7528\u3057\u3066\u3044\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eBloomberg\u306b\u3088\u308b\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u306fAI\u9298\u67c4\u306e\u7b46\u982d\u3068\u3057\u3066\u4e16\u754c\u304b\u3089\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308bNVIDIA\u306b\u3064\u3044\u3066\u8a9e\u3063\u3066\u3044\u308b\u90e8\u5206\u3092\u7d39\u4ecb\u3057\u305f\u3044\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>AI\u9298\u67c4NVIDIA<\/strong><\/p>\n\n\n\n<p>NVIDIA\u306f\u3001AI\u3084\u6697\u53f7\u901a\u8ca8\u306e\u8907\u96d1\u306a\u8a08\u7b97\u306b\u4f7f\u308f\u308c\u308bGPU\u3092\u88fd\u9020\u3057\u3066\u3044\u308b\u4f1a\u793e\u3067\u3042\u308a\u3001AI\u9298\u67c4\u306e\u7b46\u982d\u3068\u3057\u3066\u682a\u5f0f\u5e02\u5834\u3067\u682a\u4fa1\u304c\u66b4\u9a30\u3057\u3066\u6709\u540d\u306b\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u3057\u3066\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u3053\u306eNVIDIA\u3092\u304b\u306a\u308a\u521d\u671f\u304b\u3089\u8cb7\u3044\u63a8\u5968\u3057\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/37365\" data-type=\"post\" data-id=\"37365\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eNVIDIA\u306e\u682a\u4fa1\u4e88\u60f3: \u6697\u53f7\u901a\u8ca8\u3068\u9055\u3063\u3066AI\u306f\u672c\u7269 (2023\/6\/10)<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304cNVIDIA\u3092\u8cb7\u3063\u305f2\u5e74\u524d\u304b\u3089NVIDIA\u306e\u682a\u4fa1\u304c\u3069\u3046\u306a\u3063\u305f\u304b\u3068\u8a00\u3048\u3070\u3001\u30c1\u30e3\u30fc\u30c8\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-nvidia-nasdaq-nvda-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"708\" height=\"518\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-nvidia-nasdaq-nvda-chart.png\" alt=\"\" class=\"wp-image-55443\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-nvidia-nasdaq-nvda-chart.png 708w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-nvidia-nasdaq-nvda-chart-300x219.png 300w\" sizes=\"auto, (max-width: 708px) 100vw, 708px\" \/><\/a><\/figure>\n\n\n\n<p>\u3053\u306e\u682a\u30922023\u5e74\u304b\u3089\u6301\u3061\u7d9a\u3051\u3066\u3044\u305f\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u3001\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u306e\u30ad\u30e3\u30ea\u30a2\u306e\u306a\u304b\u3067\u3001\u308f\u305f\u3057\u306f\u591a\u304f\u306e\u30df\u30b9\u3092\u72af\u3057\u3066\u304d\u305f\u3002\u305d\u306e1\u3064\u306f\u3059\u3079\u3066\u306eNVIDIA\u306e\u682a\u5f0f\u3092800\u30c9\u30eb\u304b\u3089950\u30c9\u30eb\u3067\u58f2\u3063\u3066\u3057\u307e\u3063\u305f\u3053\u3068\u3060\u3002<\/p>\n\n\n\n<p>\u682a\u4fa1\u306f\u4eca\u3067\u306f1,300\u30c9\u30eb\u8fba\u308a\u307e\u3067\u4e0a\u304c\u3063\u3066\u3044\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>NVIDIA\u306f\u682a\u5f0f\u5206\u5272\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u4eca\u306e\u682a\u4fa1\u3067\u8a00\u3048\u307080\u30c9\u30eb\u304b\u308995\u30c9\u30eb\u3067\u58f2\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308b\u3002\u3053\u308c\u306b\u3064\u3044\u3066\u306f\u4ee5\u524d\u5831\u3058\u3066\u304a\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/48627\" data-type=\"post\" data-id=\"48627\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: NVIDIA\u306f6\u500d\u306b\u306a\u3063\u305f\u306e\u3067\u4e00\u90e8\u5229\u76ca\u78ba\u5b9a\u3057\u305f<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u5f53\u6642\u306f\u4e00\u90e8\u58f2\u5374\u3068\u306e\u3053\u3068\u3060\u3063\u305f\u304c\u3001\u4eca\u56de\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u306b\u3088\u308c\u3070\u7d50\u5c40\u5168\u682a\u58f2\u3063\u305f\u3089\u3057\u3044\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u7406\u7531\u306b\u3064\u3044\u3066\u306f\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>18\u30f6\u6708\u524d\u306b\u306f\u81ea\u5206\u306fNVIDIA\u3092\u4f55\u5e74\u3082\u6301\u3061\u7d9a\u3051\u308b\u3068\u8003\u3048\u3066\u3044\u305f\u3002\u305d\u306e\u6642\u682a\u4fa1\u306f300\u30c9\u30eb\uff08\u8a33\u6ce8\uff1a\u4eca\u306e\u682a\u4fa1\u3067\u306f30\u30c9\u30eb\uff09\u304f\u3089\u3044\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<p>\u540c\u6642\u306b\u3001\u4ee5\u524d\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u81ea\u5206\u306f\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u3088\u3046\u306b\u6c38\u9060\u306b\u6301\u3061\u7d9a\u3051\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3068\u3082\u8a00\u3063\u305f\u3002<\/p>\n\n\n\n<p>\u72b6\u6cc1\u304c\u5909\u308f\u3063\u305f\u306e\u306f\u3001\u682a\u4fa1\u304c1\u5e74\u30673\u500d\u306b\u306a\u3063\u305f\u3053\u3068\u3060\u3002\u5272\u9ad8\u306b\u306a\u3063\u305f\u3068\u601d\u3063\u305f\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u305d\u308c\u3067\u3082\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4e2d\u3067\u4e00\u756a\u91d1\u984d\u304c\u5927\u304d\u304b\u3063\u305f\u9298\u67c4\u304c6\u500d\u306b\u306a\u3063\u305f\u3068\u3044\u3046\u8a71\u306a\u306e\u3060\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u8b19\u865a\u306b\u3082\u6b21\u306e\u3088\u3046\u306b\u7d9a\u3051\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>AI\u306e\u9577\u671f\u7684\u306a\u898b\u901a\u3057\u3092\u4fe1\u3058\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>NVIDIA\u306f\u672c\u5f53\u306b\u7d20\u6674\u3089\u3057\u3044\u4f1a\u793e\u3067\u3001\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u3066\u304f\u308c\u3070\u307e\u305f\u8cb7\u3046\u3060\u308d\u3046\u304c\u3001\u4eca\u306e\u3068\u3053\u308d\u306f\u65e9\u904e\u304e\u305f\u5229\u78ba\u306b\u3088\u308b\u81ea\u5206\u306e\u50b7\u3092\u8210\u3081\u3066\u3044\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p><strong>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eAI\u30c8\u30ec\u30fc\u30c9<\/strong><\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u5229\u78ba\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u9593\u9055\u3048\u305f\u306e\u3060\u308d\u3046\u304b\uff1f\u3000\u3053\u3053\u304b\u3089\u304c\u672c\u756a\u306a\u306e\u3060\u304c\u3001\u3053\u3053\u306e\u8aad\u8005\u3067\u3042\u308c\u3070\u305d\u3046\u3067\u306f\u306a\u3044\u3053\u3068\u3092\u77e5\u3063\u3066\u3044\u308b\u306f\u305a\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u306e\u53f8\u4f1a\u8005\u306f\u6ce8\u76ee\u305b\u305a\u306b\u6d41\u3057\u3066\u3044\u308b\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u307c\u305d\u3063\u3068\u6b21\u306e\u3088\u3046\u306b\u3082\u8a00\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u4ed6\u306e\u3084\u308a\u65b9\u3067\u3082AI\u306b\u8ced\u3051\u3066\u3044\u308b\u3002\u7279\u306bAI\u306e\u96fb\u529b\u9700\u8981\u3092\u652f\u3048\u308b\u305f\u3081\u306b\u4f5c\u3089\u308c\u305f\u30a4\u30f3\u30d5\u30e9\u306a\u3069\u3060\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u5b9f\u969b\u306b\u306f\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306fAI\u30c8\u30ec\u30fc\u30c9\u3092\u5229\u78ba\u3057\u305f\u306e\u3067\u306f\u306a\u304f\u3001NVIDIA\u3088\u308a\u6761\u4ef6\u304c\u826f\u3044AI\u9298\u67c4\u304c\u898b\u3064\u304b\u3063\u305f\u306e\u3067\u305d\u3061\u3089\u306b\u4e57\u308a\u63db\u3048\u305f\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u308c\u306f\u4f8b\u3048\u3070\u3001\u73fe\u5728\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u3067\u3042\u308bCoherent\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52391\" data-type=\"post\" data-id=\"52391\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001\u7c73\u56fd\u682a\u3092\u5927\u5e45\u58f2\u5374\u3000\u500b\u5225\u682a\u306fNVIDIA\u306e\u6b21\u306eAI\u9298\u67c4\u306b\u6295\u8cc7 (2024\/8\/16)<\/a><\/li>\n<\/ul>\n\n\n\n<p>Coherent\u306f\u3001AI\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u3001AI\u306e\u9ad8\u901f\u51e6\u7406\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u4f7f\u308f\u308c\u3066\u3044\u308b\u3001\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u4e2d\u3092\u901a\u308b\u5149\u4fe1\u53f7\u3092\u30c7\u30b8\u30bf\u30eb\u30c7\u30fc\u30bf\u306b\u5909\u63db\u3059\u308b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u88fd\u9020\u3057\u3066\u3044\u308b\u4f01\u696d\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>AI\u9700\u8981\u3067NVIDIA\u4e26\u307f\u306e\u58f2\u4e0a\u9ad8\u6210\u9577\u7387\u304c\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u682a\u4fa1\u304c\u4e00\u822c\u4f01\u696d\u4e26\u307f\u306e\u5272\u5b89\u6c34\u6e96\u3060\u3068\u3057\u3066\u3001\u696d\u754c2\u4f4d\u306eLumentum\u3082\u542b\u3081\u3066\u7b46\u8005\u3082\u8cb7\u3044\u63a8\u5968\u3092\u3057\u3066\u304a\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52474\" data-type=\"post\" data-id=\"52474\">NVIDIA\u306e\u6b21\u306b\u682a\u4fa1\u304c\u9ad8\u9a30\u3059\u308bAI\u9298\u67c4\u306fCoherent\u304bLumentum\u304b\uff1f (202\/8\/19)<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u305d\u306e\u5f8cCoherent\u306e\u682a\u4fa1\u306f\u305d\u306e\u5f8c\u3069\u3046\u306a\u3063\u305f\u304b\uff1f\u3000\u682a\u4fa1\u30c1\u30e3\u30fc\u30c8\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-coherent-nyse-cohr-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"708\" height=\"518\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-coherent-nyse-cohr-chart.png\" alt=\"\" class=\"wp-image-55465\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-coherent-nyse-cohr-chart.png 708w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/10\/2024-10-22-coherent-nyse-cohr-chart-300x219.png 300w\" sizes=\"auto, (max-width: 708px) 100vw, 708px\" \/><\/a><\/figure>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306b2026\u5e74\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u306b\u57fa\u3065\u3051\u3070\u3001NVIDIA\u306f\u5229\u76ca\u6210\u9577\u738743%\u3067\u682a\u4fa1\u53ce\u76ca\u738735\u500d\u3001Coherent\u306f\u5229\u76ca\u6210\u9577\u738747%\u3067\u682a\u4fa1\u53ce\u76ca\u738723\u500d\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>Coherent\u306f\u4eca\u3067\u3082\u5b89\u3044\u306e\u3060\u304c\u3001\u7b46\u8005\u304c\u63a8\u5968\u3057\u305f\u6bb5\u968e\u3067\u306fCoherent\u306f\u3053\u308c\u3088\u308a\u3082\u65ad\u7136\u5b89\u304b\u3063\u305f\u308f\u3051\u3067\u3042\u308b\u3002\u53bb\u5e74NVIDIA\u306e\u6642\u306b\u3082\u8a00\u3063\u305f\u304c\u3001\u4e0a\u304c\u3089\u306a\u3044\u308f\u3051\u304c\u3042\u308d\u3046\u304b\u3002<\/p>\n\n\n\n<p>\u305d\u308c\u304c\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304cNVIDIA\u304b\u3089\u4e57\u308a\u63db\u3048\u305f\u7406\u7531\u3060\u308d\u3046\u3002\u305d\u306e\u6226\u7565\u306f\u4eca\u306e\u3068\u3053\u308d\u594f\u529f\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u6c17\u306b\u306a\u308b\u306e\u306f\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304cAI\u3078\u306e\u96fb\u529b\u4f9b\u7d66\u306b\u8a00\u53ca\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3042\u308b\u3002Microsoft\u3068\u96fb\u529b\u4f9b\u7d66\u306e\u5951\u7d04\u3092\u7d50\u3093\u3060\u30b9\u30ea\u30fc\u30de\u30a4\u30eb\u5cf6\u306e\u539f\u767a\u306e\u3053\u3068\u3060\u308d\u3046\u304b\uff1f<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/54688\" data-type=\"post\" data-id=\"54688\">\u30b9\u30ea\u30fc\u30de\u30a4\u30eb\u5cf6\u539f\u767a\u518d\u7a3c\u50cd\u3067\u7c73\u30a8\u30cd\u30eb\u30ae\u30fc\u4f1a\u793e\u306e\u682a\u4fa1\u304c\u66b4\u9a30<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u6765\u6708\u306b\u306f\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u304c\u66f4\u65b0\u3055\u308c\u308b\u306e\u3067\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3082\u307e\u305f\u5909\u308f\u3063\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u8457\u540d\u6295\u8cc7\u5bb6\u306e\u6295\u8cc7\u6226\u7565\u3092\u5f15\u304d\u7d9a\u304d\u5831\u3058\u3066\u3086\u304f\u306e\u3067\u3001\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u3066\u3082\u3089\u3044\u305f\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5f15\u304d\u7d9a\u304d\u3001\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u3092\u9577\u5e74\u904b\u7528\u3057\u3066\u3044\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eBloomberg\u306b\u3088\u308b\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u3042\u308b\u3002 \u4eca\u56de\u306fAI\u9298\u67c4\u306e\u7b46\u982d\u3068\u3057\u3066\u4e16\u754c\u304b\u3089\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308bNVIDIA\u306b &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/55433\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001AI\u9298\u67c4\u306eNVIDIA\u3092\u682a\u4fa16\u500d\u3067\u58f2\u3063\u305f\u3053\u3068\u3092\u5f8c\u6094\u3059\u308b<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59,111],"tags":[200,130,188],"class_list":["post-55433","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-coherent-nyse-cohr","tag-stanley-druckenmiller","tag-nvidia-nasdaq-nvda"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/55433","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/comments?post=55433"}],"version-history":[{"count":53,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/55433\/revisions"}],"predecessor-version":[{"id":55488,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/55433\/revisions\/55488"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=55433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=55433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=55433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}